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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,890 | $138,114-41.4% | $125,391-35.5% | $134,545-39.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.35% | 750.88%-773.2pp | 572.41%-594.8pp | 418.37%-440.7pp |
| Employer contribution / active EE | $2,596 | $5,246-50.5% | $4,816-46.1% | $4,742-45.3% |
| Participant deferral / active EE | $5,493 | $7,801-29.6% | $7,448-26.3% | $6,401-14.2% |
| Admin fee / account holder | $3,162 | $11,570-72.7% | $10,009-68.4% | $11,431-72.3% |